The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Where can investors find sustainable sources of return?
Is the gap closing between US equity returns and the rest of the world���s?
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
Do we still see promise in emerging market growth?
Where is the value in emerging markets equities?
What are the potential investment implications of factor based investing?